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Some Like It Cold

Some Like It Cold

Forget data center power consumption: quantum computing's power demands are on the horizon.

IONQ

+4

What To Look For In Anthropic's Red Herring

What To Look For In Anthropic's Red Herring

30 tough questions for the pending Anthropic S-1.

MSFT

+3

Oracle's Out Clause

Oracle's Out Clause

Force majeure shows Oracle continuing to out-finance the Finance Bros.

BE

+4

The Next IPO

The Next IPO

Introducing the Epistrophy Capital Research IPO Top 40

Anthropic

+2

☠️ The End Of The World As We Know It?

☠️ The End Of The World As We Know It?

On Anthropic -- and how we die.

Anthropic

+3

Oracle’s Real Data Center Returns

Oracle’s Real Data Center Returns

Ahead of Oracle’s Q1 ‘27 Results, “ROU’s”, A New Balance Sheet Entry, Tell A Story

AMD

+4

NVIDIA's Dark Drones

NVIDIA's Dark Drones

An in-depth look at the killing machines that are an overlooked AI-driver for the chip giant.

NVDA

Anthropic's Accounting Boost?

Anthropic's Accounting Boost?

Anthropic just passed OpenAI in revenue. Or did it?

Anthropic

+1

Co-Packaged Optics, Finally

Co-Packaged Optics, Finally

Coherent & Lumentum announced the dawn of a new photonics era: Fabrinet could echo the call next week.

LITE

+3

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